Should Advisors Ride the Foreign Stock Rally?
Chief Investment Officer, Stuart Katz, was featured in Investment News’ October issue discussing the foreign stock rally. He highlights Europe’s “game-changing” fiscal spending as a key driver of recent appreciation. Read
Corporate Bond Trade-Offs: Attractive Income, Limited Cushion
September 17, 2025 – Corporate credit spreads are at levels not seen in decades. Investment-grade credit spreads, which measure how much more a top-rated company pays to borrow compared to How Withdrawal Rates Impact Your Portfolio in Retirement
Many people spend years preparing for retirement by saving and investing, but planning shouldn’t stop once the paychecks do. Transitioning from earning income to withdrawing it from your portfolio is Lessons from the ’90s: How AI Is Powering a New Investment Cycle
Technology spending is accelerating at the fastest pace in decades. Figure 1 shows investment in information processing equipment and software grew +14% year-over-year (YoY) in Q1 2025, the fastest pace
Corporate Earnings Off to a Solid Start in 2025
The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x or 20x The How and Why of Alternative Investments
As an advisor, you’ve likely experienced an uptick in interest among clients seeking exposure to alternative investments (e.g., private equity, venture capital, direct lending, hedge funds, and real estate), and
Our Investment Office – A View on Alternatives
We sat down with Stuart Katz, our Chief Investment Officer, and one of our top Wealth Managers to discuss what our Investment Office brings to the table and how our
Understanding the Difference Between Soft and Hard Economic Data
Soft and hard economic data are back in the news as trade policy changes. Soft data, such as surveys, measures sentiment, expectations, intentions, and how respondents feel about the economy. Alternative Investments Series, Part 3: How to Educate Clients on Alts
Glossary of Private Equity Terms Structure of a Private Equity Fund Private equity funds are generally structured as Limited Partnerships. Private Equity Fund Timeline The life of typical private equity